Filed November 6, 2015
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,859 |
Filed as: AMERIPRISE FINANCIAL SERVICES INC. Service code 14 · EIN 51-6041053 | Plan Administrator | $18,662 |
HILB GROUP2 years Service code 13 · EIN 47-4324398 2000 CHAPEL VIEW DRIVE - SUITE 240 · CRANSTON, RI 02920 | Contract Administrator | $5,188 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,215 | $46,292-71.5% | $143,757-90.8% | $64,808-79.6% |
| Participation rate | 76.7% | 64.2%+12.5pp | 80.3%-3.6pp | 71.5%+5.2pp |
| Annual return | -16.40% | -10.05%-6.4pp | -0.04%-16.4pp | 32.82%-49.2pp |
| Employer contribution / active EE | $292 | $1,910-84.7% | $4,951-94.1% | $2,506-88.3% |
| Participant deferral / active EE | $1,265 | $2,646-52.2% | $5,637-77.6% | $4,310-70.6% |
| Admin fee / account holder | $122 | $154-20.6% | $14,673-99.2% | $188-35.0% |